Portfolio Monitoring and Reporting

7 days ago


Bengaluru, Karnataka, India Apex Group Full time
Portfolio Monitoring and Reporting

Location:
Bangalore, India

Date Posted:
Feb 17, 2023

Description

Portfolio
Monitoring
and
Reporting
team
-
Alternative
Investments,
Private
Equity

Employment Type (full time):
-
AVP
This is an excellent opportunity for a highly motivated professional to join our global Portfolio Monitoring team.

This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives.


What
***
we
***
look
***
for


Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team.

We don't just want you to succeed, we want you to flourish.

To work cohesively in a team, which liaise with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting.

The role requires- Capturing/reviewing financials of private and public companies which are owned by Private Equity Funds across globe with an ability to read/interpret/analyse financial statements and help derive insights from it.


  • Creating/maintaining/producing different analytical monthly packs including adhoc analysis for the client to support their investment decision making in the core area of business.
  • Coordinating with different teams to get right information on time and communicating on a constant basis with clients on the status of tasks.
  • Searching for, procuring, and processing information about global companies using multiple methods, techniques and sources.
  • Provide product demos to the prospect and existing clients, and assist in new business wins.

Skills
***
Required

  • Postgraduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent.
  • 8+ years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with some research experience.
  • Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis.
  • Ability to work handson, delving into projects with a strong attention to detail and emphasis on producing a highquality work product.
  • Experience working independently, proactively identifying or initiating ways to enhance a process, procedure or outcome that benefits the organization.
  • Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously.
  • Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success.
  • Should be solutions focused and can work in unstructured environments under minimum or no supervision.
  • Willingness to acknowledge what is not understood and seek assistance.
  • Effective oral and written communication skills to clearly articulate analysis.
  • Advanced understanding of MS Excel, Word and PowerPoint.
  • Team management and client management experience mandatory for the AVP role.

What
***
you
***
will
***
get
***
in

return

  • A genuinely unique opportunity to help support the development and delivery of a pioneering product.
  • Significant daytoday responsibility to contribute to the team and demonstrate your own abilities.
  • Learning opportunities across a variety of skills and topics.
  • Experience with a highly respected multinational organisation in the financial sector.
  • Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world.

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